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Daily Market Commentary

January 2025

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January 2025

January 31, 2025

Stocks are ending a volatile week on a relatively positive note after solid forecasts from tech heavyweights eased concern about the outlook for the industry that has powered the bull market. The S&P 500 rose 0.4%. The Nasdaq 100 rose 0.8%. The Dow Jones Industrial Average rose 0.2%.The yield on 10-year Treasuries was little changed at 4.52%. The Bloomberg Dollar Spot Index rose 0.3%.

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January 30, 2025

Stocks rose after data showed the US economy remains solid, with big tech leading gains. The US economy grew 2.3% in the fourth quarter, beating expectations, and economists believe the economy is "doing just fine" and will support risk assets.

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January 29, 2025

Stock traders took some risk off the table ahead of the Federal Reserve decision, with a trio of tech heavyweights kicking off the megacap earnings season just days after DeepSeek roiled markets.The S&P 500 fell 0.3%. The Nasdaq 100 dropped 0.3%. The Dow Jones Industrial Average was little changed. The yield on 10-year Treasuries declined one basis point to 4.52% The Bloomberg Dollar Spot Index rose 0.2%.

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January 28, 2025

Stocks tried to stabilize after a selloff that shook markets around the globe, with traders gearing up for the start of the megacap earnings season and Federal Reserve decision on rates. The S&P 500 added 0.2%.The Nasdaq 100 rose 0.4%. The Dow Jones Industrial Average gained 0.1%. A Bloomberg gauge of the Magnificent Seven megacaps climbed 0.7%. The Russell 2000 was little changed.

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January 27, 2025

Wall Street had a rough start to the week on concern that a cheaper artificial intelligence-model from China could threaten the dominance of US technology, spurring a selloff in stocks and a flight to haven assets. From New York to London and Tokyo, equities got hammered, with the S&P 500 dropping 1.9% and the Nasdaq 100 down 3.1%.

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January 24, 2025

Equities hovered near all-time highs on Friday, with the S&P 500 climbing over 2% this week. That was after President Donald Trump talked up policies to boost economic growth and lower taxes, while appearing to soften his stance toward tariffs on China.

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January 23, 2025

US stocks are set to open lower after Nvidia Corp.’s main supplier of high-bandwidth memory gave a cautious spending outlook, which sent global chipmaker shares lower. Nvidia slipped 1.6% in the premarket and ASML Holding NV lost more than 4%.

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January 22, 2025

The S&P 500 rose 0.5%. The Nasdaq 100 climbed 1.1%. The Dow Jones Industrial Average added 0.2%. A Bloomberg gauge of the “Magnificent Seven” megacaps gained 1%. The Russell 2000 fell 0.1%. The yield on 10-year Treasuries was little changed at 4.57%. The Bloomberg Dollar Spot Index was little changed.

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January 21, 2025

US stock futures, Treasuries and the dollar all gained as traders chose to focus on the prospects for economic growth and corporate profits under President Donald Trump.

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January 17, 2025

US stocks rise on Friday as the revival of Federal Reserve policy-easing bets pushed Treasury yields lower.

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January 16, 2025

Concern over the debt impact of Donald Trump’s economic agenda has percolated through the market. 

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January 15, 2025

US consumer prices rose in December by less than forecast after months of faster underlying inflation persuaded the Federal Reserve to signal a pause in interest-rate cuts.

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January 14, 2025

Another solid jobs report suggests the US labor market is stabilizing, limiting the scope for Fed rate cuts this year and propelling US Treasury yields to fresh highs.

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January 13, 2025

Treasuries extended their drop after Friday’s blowout employment report strengthened speculation that the Federal Reserve is poised to pause its interest-rate cuts for virtually all of this year.

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January 10, 2025

Nonfarm payrolls increased 256,000, exceeding all but one forecast in a survey of economists.

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January 9, 2025

Federal Reserve Bank of Boston President Susan Collins said a slower approach to adjusting interest rates is merited now as officials confront “considerable uncertainty” over the US economic outlook.

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January 8, 2025

A cohort of about 20 Republican House members from New York, New Jersey and California was invited to meet with President-elect Donald Trump at his Mar-a-Lago estate Saturday ahead of a looming fight over an extension of his 2017 tax cuts.

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January 6, 2024

High-frequency data show a broad-based improvement in hiring across most sectors in December.

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January 3, 2025

President-elect Donald Trump’s fast-approaching inauguration means that 2025 promises to be a pivotal year for global trade.

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January 2, 2025

Initial applications for US unemployment capped 2024 at an eight-month low, reflecting the relatively muted levels of job cuts in a labor market that has remained surprisingly resilient.

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